Castlefield Investment Partners’s Apple AAPL Stock Holding History

Castlefield Investment Partners’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.9M	Sell	34,208 -1,168	-3%	-$334K	6.72%	4
2026 Q1	$8.98M	Buy	35,376 +1,986	+6%	+$517K	6.86%	3
2025 Q4	$9.08M	Buy	+33,390	New	+$8.96M	7%	3

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Castlefield Investment Partners's AAPL Position: Q2 2026 in Review

Castlefield Investment Partners reduced its Apple (AAPL) stake by 3.3% in Q2 2026, selling an estimated $334K and leaving 34,208 shares worth $9.9M. The position accounts for 6.72% of the portfolio, ranked #4.

Castlefield Investment Partners first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Castlefield Investment Partners held 34,208 shares of Apple worth $9.9M as of Q2 2026.
Castlefield Investment Partners sold 1,168 Apple shares in Q2 2026, an estimated $334K.
Apple made up 6.72% of Castlefield Investment Partners's portfolio in Q2 2026, its #4 holding.
Castlefield Investment Partners first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
6,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Castlefield Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.